Benjamin Edwards Inc. Reduces Holdings in First Trust Enhanced Short Maturity ETF $FTSM
Defense World·2026-01-11 08:32

Core Viewpoint - Benjamin Edwards Inc. has reduced its holdings in First Trust Enhanced Short Maturity ETF by 30.8% in Q3, indicating a significant divestment from the fund [1] Group 1: Institutional Holdings - Benjamin Edwards Inc. sold 26,472 shares, leaving it with 59,521 shares, representing 0.06% ownership valued at $3,566,000 [1] - Newbridge Financial Services Group Inc. increased its position by 1,566.7% in Q2, now owning 450 shares valued at $27,000 after acquiring 423 additional shares [2] - EverSource Wealth Advisors LLC raised its position by 148,300.0% in Q2, now holding 2,968 shares worth $178,000 after acquiring 2,966 shares [2] - CX Institutional and Encompass Wealth Advisors LLC also made new acquisitions in Q3, valued at approximately $35,000 and $200,000 respectively [2] Group 2: Price Performance - The First Trust Enhanced Short Maturity ETF opened at $59.98, with a fifty-day moving average of $59.98 and a two-hundred-day moving average of $59.99 [3] - The ETF has a fifty-two week low of $59.69 and a high of $60.14, indicating a relatively stable price range [3] Group 3: Dividend Information - The ETF declared a monthly dividend of $0.20, with an annualized dividend yield of 4.0% [4][5] - The ex-dividend date was December 29, with payments made to stockholders of record on that date [4][5] Group 4: Company Profile - First Trust Enhanced Short Maturity ETF is based on the Bloomberg U.S. Short Treasury Bond index and targets fixed income securities with maturities of less than three years [6] - The fund was launched on August 5, 2014, and is actively managed by First Trust [6]